Belpointe Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
1,444
| – | – | 0.01% | 847 |
|
|
2025
Q1 | $223K | Buy |
+1,444
| New | +$223K | 0.01% | 828 |
|
|
2024
Q4 | – | Sell |
-1,444
| Closed | -$200K | – | 859 |
|
|
2024
Q3 | $200K | Buy |
+1,444
| New | +$200K | 0.01% | 809 |
|
|
2023
Q3 | – | Sell |
-2,546
| Closed | -$296K | – | 655 |
|
|
2023
Q2 | $296K | Sell |
2,546
-455
| -15% | -$52.9K | 0.03% | 455 |
|
|
2023
Q1 | $337K | Buy |
3,001
+62
| +2% | +$6.97K | 0.02% | 701 |
|
|
2022
Q4 | $329K | Buy |
2,939
+192
| +7% | +$21.5K | 0.02% | 699 |
|
|
2022
Q3 | $279K | Buy |
2,747
+23
| +0.8% | +$2.34K | 0.02% | 710 |
|
|
2022
Q2 | $305K | Buy |
2,724
+124
| +5% | +$13.9K | 0.02% | 671 |
|
|
2022
Q1 | $312K | Sell |
2,600
-495
| -16% | -$59.4K | 0.02% | 709 |
|
|
2021
Q4 | $324K | Sell |
3,095
-400
| -11% | -$41.9K | 0.02% | 675 |
|
|
2021
Q3 | $308K | Sell |
3,495
-206
| -6% | -$18.2K | 0.02% | 670 |
|
|
2021
Q2 | $356K | Sell |
3,701
-300
| -7% | -$28.9K | 0.03% | 606 |
|
|
2021
Q1 | $395K | Buy |
4,001
+2,506
| +168% | +$247K | 0.03% | 503 |
|
|
2020
Q4 | $143K | Hold |
1,495
| – | – | 0.01% | 816 |
|
|
2020
Q3 | $143K | Hold |
1,495
| – | – | 0.02% | 658 |
|
|
2020
Q2 | $149K | Buy |
1,495
+51
| +4% | +$5.08K | 0.02% | 612 |
|
|
2020
Q1 | $143K | Hold |
1,444
| – | – | 0.03% | 512 |
|
|
2019
Q4 | $162K | Buy |
+1,444
| New | +$162K | 0.02% | 606 |
|